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Berkshire Hathaway Class B

4,554 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,975 increasing their positions, 1,734 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.28% more ownership

Funds ownership: 65.07%65.35% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.6B)

23% less funds holding in top 10

Funds holding in top 10: 925716 (-209)

Holders
4,554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
716
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.26B
Puts
$6.95B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
826
Weik Capital Management
Pennsylvania
$20.4M
TFA
827
Trinity Financial Advisors
Ohio
$20.4M
HBWM
828
Hollow Brook Wealth Management
New York
$20.3M
ECM
829
Evergreen Capital Management
Washington
$20.3M
FA
830
Fiducient Advisors
Illinois
$20.2M
PCM
831
Presidio Capital Management
California
$20.2M
CIM
832
Coleford Investment Management
Canada
$20.1M
HCM
833
Hutner Capital Management
Vermont
$20.1M
BFP
834
Beacon Financial Planning
Massachusetts
$20M
APC
835
Asset Planning Corporation
Tennessee
$20M
EI
836
Ethic Inc
New York
$20M
NW
837
NewEdge Wealth
Pennsylvania
$19.9M
LFG
838
Larson Financial Group
Missouri
$19.9M
PHS
839
Pekin Hardy Strauss
Illinois
$19.9M
IWM
840
IHT Wealth Management
Illinois
$19.8M
EWM
841
Edge Wealth Management
New York
$19.8M
MSA
842
MUFG Securities Americas
New York
$19.7M
DAS
843
Dynamic Advisor Solutions
Arizona
$19.7M
NEWAS
844
N.E.W. Advisory Services
Wisconsin
$19.7M
SIM
845
Stratos Investment Management
Ohio
$19.7M
SSA
846
Schonfeld Strategic Advisors
New York
$19.6M
KCPG
847
Kavar Capital Partners Group
Kansas
$19.6M
PWMAG
848
Pinnacle Wealth Management Advisory Group
New Jersey
$19.6M
PA
849
PFG Advisors
Arizona
$19.6M
FMTC
850
Farmers & Merchants Trust Company
California
$19.5M